Benefit Administrators will encounter situations where they will need to reconcile employee deductions. The Review Paycheck by Plan Type Query was created to allow users to view all deductions for a particular insurance.
1. Navigate to: Reporting Tools > Query > Query Viewer
3. You are shown the Search Results below. If you had done a partial search, multiple queries may appear in the list. If you searched for the specific query you are looking for, you should only see that value below. To view the query, click the link for Excel.
4. Once you click on the Excel link, a new page will open. On that page, you will enter into the Emplid and Plan Type fields. You can also search for the plan type by clicking on the magnifying glass.
5. When you have entered all parameters, click View Results.
6. Open the query using Microsoft Excel and click OK or Open depending on your internet browser.
Below is an example of Mozilla Firefox.
Below is an example of Windows Internet Explorer 9.
7. Review the results and determine a course of actions if needed.
Note: The data will need to be sorted by Pay Period End to assist with review. The data appearing in the Excel spreadsheet includes:
a. Pay Run ID
b. Pay Period End
c. ID = Empl ID
d. Ded Class = Deduction Class values are B for Before Tax and A for After Tax.
e. Plan Type = A list of Plan Type are available in BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid .
f. Deductn Cd = A list of Deduction Codes are available in BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid .
g. Curr Dedn = Current Deduction Amount
h. Off Cycle = Off Cycle values are N for Not Off Cycle and Y for Off Cycle.
i. After = Total Amount deducted After Tax for the Deduction Code.
j. Before = Total Amount deducted Before Tax for the Deduction Code.
k. Non-Taxable = Incorrectly labeled on the spreadsheet. Total Amount deducted Taxable for the Deduction Code.
l. Taxable = Incorrectly labeled on the spreadsheet. Total Amount deducted Nontaxable for the Deduction Code.